I speak with my a great voice of independent research in London on the topics of using alternative data for FX and macro research for quantitative strategies. We talk a lot about Saeed’s well known work in macro-economics, in FX research, as well as his well known and regarded book.
Silver is the new gold: France’s UMR targets opportunities in ageing economy
French pension organisation UMR has launched a multi-asset thematic program that will target opportunities in Europe’s ageing economy. It’s part of a broader strategy to increase diversification in private markets where it sees secondary markets as an increasingly important tool.
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There is “no physical solution” to the energy shortage in Europe
A “political solution” is the only way to supply energy needed to warm homes through Europe’s winter, according to an energy sector specialist with PGIM.
UN SDGs prove market-beating themes
The UN's SDGs align with thematic investment themes that are backed by multiple mega-trends, according to the head of thematic research at Pictet Asset Management.
Woodwell and Wellington talk climate risk
Woodwell Climate Research Center and Wellington Management talk about their shared climate change mitigation efforts.
Imperfect data no excuse for delaying net-zero commitments
Imperfect data, opaque third-party managers, and obtaining the necessary talent and tools are among the toughest challenges for investors as they navigate the path to net zero emissions by 2050.
Pictet warns of asset owners critical role ahead
Asset owners specialise in identifying pricing efficiencies, and therefore cannot ignore the implications of climate change in their risk metrics, says Laurent Ramsey, managing partner of two-century-old Swiss bank and financial services company, Pictet Group.
Impact demands complete portfolio redesign
Panellists speaking at Sustainability in Practice urge investors to redesign their portfolio building process to better understand the impact of their investments and achieve greater social and environmental stewardship.
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